Webinar: Tax Planning for Private Client Professionals - An Advanced Guide | Three Stone

Deprecated: Creation of dynamic property WPEngineSecurityAuditor_Events::$events is deprecated in /www/threestone_450/public/wp-content/mu-plugins/wpengine-security-auditor.php on line 58

Deprecated: Creation of dynamic property WPEngineSecurityAuditor_Events::$tracked_options is deprecated in /www/threestone_450/public/wp-content/mu-plugins/wpengine-security-auditor.php on line 81

Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the relevanssi domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /www/threestone_450/public/wp-includes/functions.php on line 6260

Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the acf domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /www/threestone_450/public/wp-includes/functions.php on line 6260

Notice: Function is_preview was called incorrectly. Conditional query tags do not work before the query is run. Before then, they always return false. Please see Debugging in WordPress for more information. (This message was added in version 3.1.0.) in /www/threestone_450/public/wp-includes/functions.php on line 6260

Deprecated: Method SplObjectStorage::attach() is deprecated since 8.5, use method SplObjectStorage::offsetSet() instead in /www/threestone_450/public/wp-content/plugins/ithemes-security-pro/vendor-prod/pimple/pimple/src/Pimple/Container.php on line 180

Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the it-l10n-ithemes-security-pro domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /www/threestone_450/public/wp-includes/functions.php on line 6260
Webinar: Tax Planning for Private Client Professionals - An Advanced Guide | Three Stone

Stephen Woodward will be presenting a 1 hour webinar entitled “Tax Planning for Private Client Professionals – An Advanced Guide”. (1.25 CPD) on Wednesday 2nd September 2020.
This webinar will address advanced tax planning issues for private client solicitors and accountants whose clients have both historic complex structures/problems.

The webinar will cover the following:

GAAR
- Overview
- ‘Safe Havens’
Home Loan Schemes
- John Leonard McNeill Shelford as Trustee of the Herbert Life Interest Trust Settlement & Ors v HMRC
- Unwinding
Residence Nil Rate Band
- Downsizing
- UK residence held by deceased non-domiciliary
- Joint beneficial ownership of residences and gifts with reservation of benefit
UK Residential Property Interests and Inheritance Tax Planning for Non-Doms
- Planning with shareholdings, partnership interests and ‘relevant loans’
Normal Expenditure out of Income (‘NEOOI’) and Relevant Property Trusts
- Use now before NEOOI is abolished
Non-qualifying Insurance Policies
- Disposing of listed investments at a loss and wrapping them into an insurance policy
Business Property Relief & Agricultural Property Relief
- Diversification without tears
- First death planning
EBTs and EFRBs
- Remaining planning opportunities
Long Term Asset Holding Entities
- Family Limited Partnerships (‘FLPs’)
- Family Investment Companies (‘FICs’)
- Combining FLPs and FICs with Relevant Property Trusts
Excluded Property Trust Planning post Finance Act

This pre-recorded webinar will be streamed at 12:30pm on Wednesday 2nd September 2020 and will remain available to view by delegates who have registered by then for 90 days.

Stephen Woodward
swoodward@threesone.law